Copper Slumps, Gold Soars: Recession vs Fear
Copper down 10% this month. Gold at $4,550+. Same planet. Completely different signals. One screams recession. One screams fear. $CPER $GLD https://t.co/kChEJn36lH
Trump’s Oil Moves Undone by Zelensky’s Strikes
🛑So let me get this straight: President Trump waived sanctions on Russian oil at sea and released millions of barrels from the SPR to bring oil prices down. Then Zelensky struck Russian oil ports and terminals, tightening oil supply and pushing...
Margin Call Crushed Hunt Brothers' Silver Corner
On this day, March 25, 1980 the Hunt brothers received a massive margin call that helped trigger one of the biggest commodity crashes in history. Texas billionaires Nelson Bunker Hunt and William Herbert Hunt had cornered nearly one third of the...
US Stockpiles Keep $5 Corn From Surpassing 2022 Peak
$5 Corn May Mark a 2026 Peak Alongside $120 Crude - The December corn future (Dec26) stretch to $4.99 a bushel around the onset of the Iran war on March 9 may have peak inklings akin to Dec22's $7.66 apex...
China Lithium Prices Surge, Inventories Decline, 3× June Lows
While most eyes are focused on hydrocarbons in the Middle East, keep an eye on #Lithium in China as well... Some data providers flagged a weekly reduction in inventories, and prices have bounced over the past few days. We seem...
Oil and Gas: Backbone of Modern Manufacturing Economy
Many people don't understand how important oil and gas are to the wider manufacturing economy...
Sparkies Vote Strike at BHP Pilbara, Risk Union Wave
Sparkies vote to strike at BHP’s Pilbara mines in ‘dangerous’ move that could ignite mass union onslaught https://t.co/e5jqcNDvKE
SLN Secures Funding, Yet New Caledonia Nickel Remains Risky
SLN stabilised with fresh funding, but New Caledonia nickel supply still faces deep structural risks. https://www.metalnomist.com/2026/03/new-caledonia-nickel-supply-gains-time.html
Weak Refining Economics Heighten Strategic Pressure on US Smelters
US copper smelters face rising strategic pressure as weak refining economics reshape the copper supply chain. https://www.metalnomist.com/2026/03/us-copper-smelters-face-strategic.html
OPEC+ March Crude Supply Hits 2020 Low
OPEC+ crude supply in March will be the lowest since the major production cuts during COVID lockdown in 2020.
Trump‑Iran Talks Spark Hormuz Oil Fears, Lift Prices
Trump Iran talks revived Strait of Hormuz oil flow fears and pushed global energy prices higher. https://www.metalnomist.com/2026/03/trump-iran-talks-put-strait-of-hormuz.html
Saudi Red Sea Exports Avert Major Hormuz Oil Disruption
Saudi oil exports from its Western ports on the Red Sea represented the most immediate and largest mitigation of the Hormuz crisis. Logically, any oil transported via pipelines from east to west and loaded at the Red Sea ports must be...
European Majors Eye US Gas as Future Energy
"Historically, European companies’ attempts to enter the US shale sector have been largely unsuccessful. The question is whether this time will be any different. What is clear, however, is that this move reflects a growing realization—even among European majors—that natural...
Hormuz Crisis Opens Historic Window for Canadian Oil
🇨🇦The ongoing Hormuz crisis presents a historic opportunity for Canada’s oil and LNG industries. 🇨🇦This is the moment. If we miss it, there may not be another. 👇👇👇 Daily Energy Report Link: https://t.co/9c26JYBjru
Kazakhstan's Export Surge Signals Shifts for OPEC+
Kazakhstan's oil exports recovered: What are the implications for OPEC+ and the oil market? (SEE CHART) DAILY ENERGY REPORT https://t.co/3Iw9dtfnRU
White House Wins Jawboning, yet Oil Prices Defy Expectations
The White House is (truly) winning the oil jawboning battle against Tehran — still to be seen if Trump would win the physical oil market war. But to see Brent trading at sub-$100 a barrel (and WTI below $90) after...
U.S. Poised to Export Lithium, Power Future Batteries
#RockStockChannel just published its first ever 1-on-1 interview with @LithiumAmericas CEO Jon Evans. For the first 7 years of my now ~18-year lithium journey, the only project I promoted was what I’ve titled this video America’s Lithium. Lithium Americas. Like Mountain Pass...
Aluminum Prices Surge 12‑40% Amid US‑Israel Conflict
As a result of the US-Israeli war in Iran, ALUMINUM prices are UP 12-40% THROUGHOUT THE WORLD. The world’s biggest carmakers are reportedly “panic buying.” CARMAKERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/yRInvBpEdm
CRU Overh
No doubt this is a significant asset but when will #CRU learn how to calculate LCE from spod in a realistic manner and stop over hyping supply that has been all talk for over a decade. https://t.co/e1b41gYPD2
Speed and Security Don't Justify Government Equity Stakes
"Rare Earths, Vulcan, and Government Equity Stakes" https://t.co/O8xyNepv2V via @CatoInstitute @DeHavenTad "The case for speed is not a case for ownership—and the case for national security is not a case for normalizing a model in which politically favored firms receive...
Adelayde Targets Critical Tungsten, Lithium Near Sisson Project
Adelayde Exploration Inc $ADDY.CA $SPMTF Involved in early-stage exploration for critical minerals, including antimony, tungsten, and lithium in Canada and the US. Involved in the Sisson North Tungsten Project in New Brunswick, directly bordering Northcliff Resources Ltd.'s Sisson project.
Sulphur Prices Surge 40% Amid Existing Deficit
Sulphur prices now up 40% since before the Iran War Unlike oil, the sulphur market was already in severe deficit https://t.co/gMiE3tcho5
Silver Stabilizes Above $70 per Ounce
Silver prices find new floor around $70 an ounce #energysky -- via pv magazine usa: https://t.co/uxezjzwLQq
Oil Prices Fueled More by Conflict Expectations Than Supply
The oil price is a combination of two things: (i) a physical shortage of oil in the here and now; and (ii) expectations for how long this conflict lasts. The latter channel is by far the more important one in...
Iran Blocks Strait, Traps 25 Million Barrels of Iraqi Oil
About 25 million barrels of Iraqi Basrah crude are trapped on tankers in the Gulf. Iran claims control of the passage — so why is it blocking Iraq’s oil? Does Iran want the Iraqi government to go bancrupt? العراق: نحو...
Bargain Hunters May Drive Silver Rally Before Month‑end
Will bargain buyers come into silver before month end? Last April we saw similar correction before silver went for $100 run. https://t.co/8s8UPSrWxJ
African Metal Bans Threaten Chinese Battery Supply Investments
African export restrictions on battery metals are a blow to Chinese companies that have spent billions of dollars developing mines there to dominate supplies https://t.co/yoI9r6fpaN
Jogmec Invests C$6M for 10% Stake in Manitoba Copper Venture
Jogmec joins Manitoba copper exploration with Hudbay and Marubeni, funding C$6mn for a 10% option. https://www.metalnomist.com/2026/03/jogmec-manitoba-copper-exploration.html
Fuel Shortages Stem From Hoarding, Not Just Demand
Hoarding creates the fuel supply problem All "servos out of petrol stories" ought be accompanied by specific mention of which fuel - otherwise they're just click-bait What aren't more stories reporting and shaming the hoarders? https://t.co/2PxaL3xXgP
Australia’s Lithium Overlooked Even by Geosciences Australia
Why isn't lithium from Australia front page news? Geosciences Australia doesn't think it is, either
Teck Reaches Upper 2025 Copper Guidance Despite Tailings Limits
Teck hits the top end of 2025 copper guidance as Quebrada Blanca tailings constraints remain. https://www.metalnomist.com/2026/03/teck-hits-top-end-2025-copper-guidance.html
Cyclone Narelle Threatens Australia's Energy and Mining Sectors
Narelle, a cyclone that menaced Australia’s northeast coast last week, now threatens to disrupt energy and mining operations in the country’s west https://t.co/lW7pIQXkcI
Mysterious VLCC Transits Strait of Hormuz with 2M Barrels
A VLCC laden with 2 million barrels of Basrah crude successfully transited the Strait of Hormuz. How? We still don’t know. All we know is AIS signal off when it crossed. https://t.co/MAsl9PyQhK
Third Manipulation Spike Pushes Brent to $104
Now, after the third incident of price manipulation, oil prices are rising again. Bent is about $104/b.
China Slashes Hi‑Tech Metal Shipments to Japan, Boosts Magnet Exports
China cuts some hi-tech metals sent to Japan – but magnet exports rise. Why? https://t.co/7TeFEq0KsX
China’s SGE Silver Trades 11% Premium to Spot
Good morning china 🇨🇳 At open on Tuesday, 3/24 SGE #Silver traded at RMB 16830.0/kg ($76.088/Troy oz) Spot #Silver is $68.440/Troy oz SGE premium at 11.2% over spot
Rio Tinto Scraps Smelter Repowering, Cuts Dec
Rio Tinto “farms out” smelter repowering as decarbonisation division gets the axe #energysky -- via Renew Economy: https://t.co/vfMB7F6fLe https://t.co/f0NDuzschk
Silver's Sharp Drop Sets Strong Entry Opportunity
Silver's ~46% crash from Jan '26 highs looks like classic volatility, margin hikes, profit-taking after 130%+ run. Long-term? Fundamentals strong: 6th straight deficit in 2026, solar/EV/AI demand provides floor. Shakeout creates better entry. https://t.co/LXPHZL13Eg
Copper Demand Stays Resilient Despite Iran Conflict Worries
HOUSTON - Freeport-McMoRan expects demand for copper for use in electrification, data centers and other high-tech areas to remain resilient despite market jitters tied to the Iran conflict, CEO Kathleen Quirk told Reuters on Monday. $FCX
Arab Light Crude Export Routes From Saudi West Ports
Tankers carrying Arab light crude from the Western ports of Saudi Arabia Mapf rom @Kpler https://t.co/FT5mVn08sk
U.S. Gains Most From Hormuz Crisis, Timing Crucial
No matter how you slice it, the United States stands to gain the most from the Hormuz crisis—but keep the timeframes separate, or the picture gets muddled fast. 👇👇👇
Oil Prices Slip Despite Months-Long Supply Recovery
By now, everyone knows it will take months for oil supplies to recover from this fiasco. And yet the oil price dropped pretty sharply on today's fake TACO. That seems significant to me...maybe, if we get a proper resolution, markets...
Brent Crude Slides Below $100, Still Above Pre‑crisis Levels
CHART OF THE DAY: Brent crude oil has settled today below $100 a barrel (at $99.94 a barrel). As the chart shows, still way higher than pre-crisis levels, but also well below the peak reached during the early days of...
Heliostar Metals Secures Full Ownership of Utah Goldstrike
Mngt at @HeliostarMetals adds another piece to its growing #gold story, acquiring a 100% interest in the Goldstrike project in Utah. Check out JV's list of the company's momentum already this year. Plus, his take on gold's selloff and 2 baby...
Iran Discovers Strait of Hormuz Leverage Is Unreliable
As with its nuclear program, Iran can not unlearnt new knowledge. And Tehran has learnt lots in the last 4 weeks. Iran assumed the Strait of Hormuz gave it a lever. But its effectiveness was unproven, and it didn’t know...
Precious Metals Rally, Juniors Lead; Stay Ready
Very encouraging move in precious metals off the lows. Silver and copper are leading, with juniors outperforming seniors and explorers showing strong upside today. That said — the day and week are far from over. After leaning optimistic recently, some caution is warranted...
US‑China Trade War Threatens 2025 Economy; Cooperation Needed
NEW: The US and China put parts of the global economy at risk in 2025 through their trade war over critical minerals & technology. Here I explore a novel path for Washington and Beijing to 'cooperate' over *HOW* they reduce their...
Acid Prices Surge as Hormuz Sulfur Supply Tightens
Kamoa-Kakula's #copper smelter is currently producing 1,600 tonnes of high-strength sulphuric acid per day. We are currently selling this acid for between $470/t and $500/t to local mining operations in the DRC Copperbelt that critically need the acid to leach...
First Low‑Carbon Copper Anodes Shipped via Lobito Railway
The first batch of 99.7%-pure copper anodes produced by our new smelter at Kamoa-Kakula was recently delivered to the Atlantic port of Lobito in Angola. This shipment of anodes was the first to be transported along the Lobito Railway Corridor....
Sultan Al Jaber’s CERAWeek Speech Highlights Energy Transition
Worth to read the speech that Sultan al Jaber, the CEO of UAE-state owned oil giant ADNOC, just delivered at CERAWeek (by video conference for obvious reasons). https://t.co/ATookvzJEA
